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Fort Sheridan Advisors’s Truist Financial TFC Stock Holding History

Fort Sheridan Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
20,887
+456
+2% +$22.4K 0.11% 124
2026
Q1 		$939K Sell
20,431
-1,847
-8% -$91.3K 0.11% 123
2025
Q4 		$1.1M Buy
22,278
+6
+0% +$276 0.14% 106
2025
Q3 		$1.02M Sell
22,272
-802
-3% -$36.2K 0.13% 110
2025
Q2 		$992K Buy
23,074
+720
+3% +$28.2K 0.14% 106
2025
Q1 		$920K Sell
22,354
-3,706
-14% -$165K 0.14% 106
2024
Q4 		$1.13M Buy
26,060
+5,255
+25% +$235K 0.17% 93
2024
Q3 		$890K Buy
20,805
+6
+0% +$253 0.14% 108
2024
Q2 		$808K Sell
20,799
-1,483
-7% -$56K 0.13% 107
2024
Q1 		$869K Buy
22,282
+7
+0% +$256 0.16% 90
2023
Q4 		$822K Sell
22,275
-6,490
-23% -$204K 0.16% 92
2023
Q3 		$823K Sell
28,765
-474
-2% -$14.6K 0.19% 89
2023
Q2 		$887K Buy
29,239
+43
+0.1% +$1.33K 0.2% 84
2023
Q1 		$996K Buy
29,196
+11,582
+66% +$506K 0.25% 75
2022
Q4 		$758K Sell
17,614
-626
-3% -$27.5K 0.25% 76
2022
Q3 		$794K Buy
18,240
+1,489
+9% +$71.6K 0.27% 69
2022
Q2 		$794K Buy
16,751
+1,779
+12% +$87.7K 0.26% 68
2022
Q1 		$849K Sell
14,972
-92
-0.6% -$5.68K 0.25% 70
2021
Q4 		$882K Buy
15,064
+515
+4% +$31.5K 0.25% 67
2021
Q3 		$853K Buy
14,549
+160
+1% +$8.94K 0.28% 64
2021
Q2 		$799K Buy
14,389
+140
+1% +$8.22K 0.27% 66
2021
Q1 		$831K Buy
14,249
+5,320
+60% +$292K 0.33% 54
2020
Q4 		$428K Buy
8,929
+1,411
+19% +$63.9K 0.21% 68
2020
Q3 		$286K Buy
7,518
+45
+0.6% +$1.7K 0.17% 81
2020
Q2 		$281K Sell
7,473
-118
-2% -$4.25K 0.17% 75
2020
Q1 		$234K Buy
7,591
+1,000
+15% +$47.3K 0.17% 71
2019
Q4 		$371K Buy
+6,591
New +$357K 0.2% 70

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fort Sheridan Advisors's TFC Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Truist Financial (TFC) stake by 2.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 20,887 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #124.

Fort Sheridan Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fort Sheridan Advisors held 20,887 shares of Truist Financial worth $1.04M as of Q2 2026.
  • Fort Sheridan Advisors bought 456 Truist Financial shares in Q2 2026, an estimated $22.4K.
  • Truist Financial made up 0.11% of Fort Sheridan Advisors's portfolio in Q2 2026, its #124 holding.
  • Fort Sheridan Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Fort Sheridan Advisors's Truist Financial position peaked at $1.13M in Q4 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.